See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,425 | $495,011-72.8% | $442,409-69.6% | $357,791-62.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 15.07% | 92.83%-77.8pp | 90.53%-75.5pp | 396.79%-381.7pp |
| Employer contribution / active EE | $8,277 | $8,270+0.1% | $7,697+7.5% | $7,508+10.2% |
| Participant deferral / active EE | $7,505 | $7,613-1.4% | $7,555-0.7% | $5,521+35.9% |
| Admin fee / account holder | $19,149 | $60,147-68.2% | $51,603-62.9% | $28,387-32.5% |